PowerBroker’s Quick Quote screen allows for easy entry of sales quotes for the origin/destination pairs. Quick Quote is tied to the Auto Rating system to provide rating information for each quote. You can use Quick Quotes to create a new rate record, print/ fax/email a customized quote sheet, see previous quotes by customer and make an order. Quick Quotes are now integrated with the Customer Relationship Management module so that details of each quote are recorded as a completed sales activity and a follow up is automatically scheduled. Through the PowerBroker Internet Module, a Rate Request feature automatically creates a Quick Quote request and emails it to the appropriate people within your organization to let them know the quote has been requested by a customer
PowerBroker allows brokers to enter subject orders into the system for those orders that are not yet fully committed. These orders can then be easily converted to an actual order once both parties agree to the terms of the order. Subject orders allow for your sales and operations teams to create spot type orders without having to add all required order information up front. To help manage the number of subject orders in the system, any subject orders that are not converted and are out of date will be automatically voided each night.
A Subject Orders Conversion report assists in evaluating the number of Subject Orders that have been turned into orders. High conversion areas can be identified using this report, which may point to new business opportunities.